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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
AEM Holdings
AEM Holdings (AWX) investor relations material
AEM Holdings Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 TU earnings summary11 Nov, 2026
Executive summary
3Q2026 revenue rose 57.2% QoQ to S$204.9M; 9M2026 revenue increased 57.2% YoY to S$452.1M.
Fifth consecutive quarter of profit growth and fourth consecutive quarter of revenue growth, driven by AMPS shipments to a fabless AI/HPC customer and stronger PC/Foundry demand.
Financial highlights
9M2026 PBT was S$82.2M, versus S$6.2M in 9M2025; PAT was S$73.4M, versus S$4.0M.
3Q2026 PBT increased 115.7% QoQ to S$44.0M; PAT rose 158.9% QoQ to S$42.6M.
9M2026 reported EPS was 22.9 cents; adjusted EPS, excluding a S$7.8M non-recurring tax credit, was 20.5 cents.
Outlook and guidance
FY2026 revenue guidance raised to S$680M–S$705M from S$630M–S$680M; EPS guidance increased to 30–33 cents from 24.5–27.5 cents.
Revised EPS guidance excludes the S$7.8M non-recurring tax credit recognized in 3Q2026.
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Latest events from AEM Holdings
- Record AI/HPC demand drove 1H2026 profit and revenue growth, prompting higher FY2026 guidance.AWX
H1 2026 - Revenue and profit fell sharply, but new AI/HPC orders and leadership set up late-2024 growth.AWXH1 2024
- Profitability improved and 2H2024 guidance was raised, driven by customer demand and new AI/HPC solutions.AWXQ3 2024 TU
- 2H2024 saw strong revenue and profit growth, with AI/HPC driving future expansion.AWXH2 2024
- 1Q2025 revenue fell 35%, but TCS new customer revenue doubled and debt dropped 23%.AWXQ1 2025 TU
- Revenue up 10% and profit before tax up 284%, with strong outlook for AI/HPC growth.AWXH1 2025
- Strong AI/HPC demand drove 16% revenue growth and a return to profitability in 9M2025.AWXQ3 2025 TU
- Revenue up 35.8% YoY, FY2026 guidance raised on strong AI/HPC demand and strategic wins.AWXQ1 2026 TU
- Profit and revenue surged on AI/HPC demand, with strong cash flow and FY2026 growth outlook.AWXH2 2025
Next AEM Holdings earnings date
Q4 202626 Feb, 2027
AEM Holdings
Next AEM Holdings earnings date
Q4 202626 Feb, 2027
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